“In a world where so much feels out of your hands, I believe in controlling what you can – and doing it well. That’s how I approach my role at Willow Creek, I focus on the details that keep things running smoothly so our clients can focus on what matters most.”
As an Associate Wealth Advisor at Willow Creek, I'm proud to serve as a trusted partner for my clients, walking alongside them through every stage of their financial journey. Whether we're building a financial plan together or working through a major life transition, my goal is to help clients feel confident and cared for every step of the way. I believe good advice starts with good listening. More than anything, I want my clients to know they have a partner who genuinely cares about their success, not just their portfolio.
My time on both our Operations and Trading Teams has given me a holistic view of the client experience from the ground up, and those lessons have helped shape my approach to client relationships. I’ve learned how essential collaboration is to what we do, and how every role – big or small – contributes to the client experience. My goal is always to be a steady, reliable resource – someone clients and co-workers can turn to with questions, no matter what. I find the most joy in watching those around me succeed, whether that's a client reaching a financial goal or a colleague growing in their role.
Born and raised in Sonoma County, I live in Santa Rosa with my wife, Bella, and our Golden Retriever, Boston. Outside of work, I like to stay active through weightlifting and powerlifting. If I’m not in the gym, you can find me in the garage working on my Jeep for an annual trip along the Rubicon Trail in the Sierras, or in the kitchen baking a fresh loaf of sourdough bread. No matter the activity, I enjoy staying hands-on and working toward something that feels both fun and rewarding.
